Associate Manager, Financial Services Operations

Job summary

The Associate Manager will lead collaborative relationships with clients and provide expert support for mutual funds and alternative investment products. They are responsible for resolving system issues, mentoring junior staff, and ensuring contractual obligations are met through effective project planning.

Job details

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Job Title: Associate Manager, Financial Services Operations Locations: Boston, MA; Braintree, MA; Denver, CO; Kansas City, MO; Waltham, MA | Hybrid About the Role This role supports the operational finance team by applying advanced knowledge of mutual funds and alternative investment products (e.g., annuities, REITs, hedge funds, insurance, brokerage) to perform complex and cross-functional tasks. The position requires a strong understanding of financial systems, internal processes, and client operations to lead or support key business activities. Why Join SS&C SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. How You Will Make an Impact * Establish & lead collaborative relationships between customers and the SS&C organization * Communicate with customers via conference calls, written electronic correspondence, and in face-to-face meetings * Educate customers on implementing our products and services * Analyze, anticipate, and identify customer needs and recommend innovative solutions * Complete system change requests * Research and resolve any system issues reported by customers * Leverage extensive in-house training programs for industry knowledge and product expertise * Mentor & lead less experienced associates * Establish work priorities, plan projects, and ensure timelines are met * Prepare status reports for customers * Coordinate face-to-face meetings with customers onsite and at their location * Ensure contractual obligations are achieved * Assist in onboarding new customers as they transition to SS&C's industry leading solutions Required Experience * Bachelor’s degree or equivalent experience * 3+ years of client-facing experience required, ideally within financial services, with a strong preference for experience in transfer agency, investor services, or a wirehouse environment. * Excellent written and verbal communication skills * Must have strong problem solving and numerical reasoning skills; ability to analyze data and take action * Career oriented, highly motivated, and self-starting individual * Ability to work in a fast paced, team environment * Efficient time management with strong organizational skills * Ability to quickly learn and adapt to new systems, processes, plans, and programs * Proficiency using tools such as Word, JIRA, Chorus/AWD, TA2000, 3270, and Microsoft Excel a plus * Must be willing to work on site a minimum of 6 days/month Join SS&C, where innovation meets global opportunities. Click here [http://www.ssctech.com/careers] to apply. #LI-RS1 #LI-HYBRID Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity. Applications will be accepted on an ongoing basis until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

What you’ll do

The Associate Manager will lead collaborative relationships with clients and provide expert support for mutual funds and alternative investment products. They are responsible for resolving system issues, mentoring junior staff, and ensuring contractual obligations are met through effective project planning.

Requirements

Candidates must have a bachelor's degree or equivalent experience and at least 3 years of client-facing experience in financial services. Strong problem-solving, numerical reasoning, and communication skills are essential for this role.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Holidays
• Parental leave
• Professional development reimbursement

Listed skills

• Time management · Preferred
• Problem solving · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Jira · Preferred
• Communication · Preferred
• Team Leadership · Preferred
• Project management · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial services operations
• Mutual funds
• Alternative investment products
• Client relationship management
• Problem solving
• Numerical reasoning
• Data analysis
• Project management
• Team leadership
• Communication
• Time management
• System troubleshooting
• Microsoft Excel
• JIRA
• TA2000
• AWD
• Product Knowledge
• Self-Starter
• Organizational Skills
• Time Off Management
• Self-Motivation
• Quick Learning
• Research
• Artificial Intelligence
• Alternative Investments
• Annuities
• Brokerage
• Change Requests
• Finance
• Equities
• Financial Services
• Financial Systems
• Hedge Funds
• Innovation
• Problem Solving
• Operations
• Real Estate Investment Trust
• Restricted Stock
• Time Management
• Verbal Communication Skills
• Collaboration

Job areas

• Finance & Accounting
• Management & Leadership
• Customer Service & Support
• Technology
• Financial Services Manager
• Finance Managers
• Financial Managers

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